FSUMX Mutual Fund

FSUMX Mutual Fund

NAV$18.58
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Returns Overview

1 Month
-0.64%
3 Months
+0.92%
6 Months
+6.26%
YTD
+14.12%
1 Year
+16.07%
3 Years (annualized)
+25.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUMX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones US Total Stock Market Index(DWCF)
This Mutual Fund (YTD)
+14.12%
Peer Avg (YTD)
+9.28%
vs Peers
+4.84%

FSUMX Mutual Fund Performance

FSUMX performance across multiple time periods: 1-month -0.64%, YTD 14.12%, 1-year 16.07%, 3-year 25.20%.

FSUMX returns outperform the peer average of 9.28% YTD. investors should weigh costs against performance when evaluating this mutual fund.

FSUMX vs another fund shows side-by-side returns. FSUMX alternatives are available in the Mutual Fund Screener.